2013
PLANADVISER Retirement Plan Adviser Survey

Advisers reveal their favorite retirement plan partners

Providers

Providers

The Newport Group

Qualified plan adviser votes73
Overall perception among plan advisers
Very favorable41.1%
Somewhat favorable39.7%
Not favorable17.8%
No opinion1.4%
Plan adviser experience with provider
Worked with many times12.7%
Worked with a few times25.9%
Worked with once13.2%
Never worked with48.1%
Top 10 service categories
1  Overall service to small plans12 votes
2  Fee structure for advisers6 votes
3  Adviser support post-sale5 votes
4  Plan sponsor support5 votes
5  Plan participant support4 votes
6  Value-added adviser services3 votes
7  Wholesalers3 votes
8  Participant education materials3 votes
9  Value for price3 votes
10  Supporting materials3 votes